See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,809 | $115,708-95.0% | $65,255-91.1% | $139,434-95.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 16.49% | 31.19%-14.7pp | 47.35%-30.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $888 | $2,599-65.8% | $1,691-47.5% | $4,751-81.3% |
| Participant deferral / active EE | $1,907 | $4,240-55.0% | $2,831-32.6% | $6,710-71.6% |
| Admin fee / account holder | $74 | $6,698-98.9% | $4,112-98.2% | $11,403-99.3% |